To activate the Kwanti/Black Diamond integration, please follow these steps.
Data transferred from Black Diamond
After the integration is activated, you can select Black Diamond portfolios/accounts that should be automatically updated in Portfolio Lab. Only the portfolios/accounts positions are transferred. The portfolio/account history and performance are not transferred.
To access your Black Diamond portfolios and accounts, select Import->Black Diamond in Portfolio Lab's main screen.
Selecting a Portfolio or Account
- Select the type of search: "Portfolios" or "Accounts"
- Type the search text. If you leave the search text empty, all portfolios (or accounts) will be displayed
- A result list is displayed. Select one or more portfolios or accounts from the list
- Click Import
If you select multiple portfolios (or accounts), they will be grouped into a single portfolio.